+485.1%
WCC vs CLBK
+65.5%
+419.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.8% |
| 7D | +1.5% | -1.5% | +3.0% | +2.5% |
| 30D | -2.1% | -1.0% | -1.1% | -1.5% |
| 3M | +3.8% | +22.9% | -19.1% | -10.8% |
| 6M | +35.0% | +44.2% | -9.2% | +4.0% |
| YTD | +46.4% | +64.0% | -17.6% | +2.6% |
| 1Y | +63.0% | +65.7% | -2.7% | +12.6% |
| 3Y | +133.9% | +54.1% | +79.9% | +65.9% |
| 5Y | +226.5% | +44.7% | +181.8% | +104.5% |
| All | +485.1% | +65.5% | +419.6% | +249.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CLBK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling